Contravisory Investment Management’s Provident Financial Services PFS Stock Holding History

Contravisory Investment Management’s Portfolio PFS Stock Details PFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,971	Closed	-$240K	–	428
2025 Q1	$240K	Sell	13,971 -213	-2%	-$3.87K	0.05%	221
2024 Q4	$268K	Buy	+14,184	New	+$281K	0.06%	197
2017 Q3	–	Sell	-7,931	Closed	-$201K	–	501
2017 Q2	$201K	Hold	7,931	–	–	0.07%	134
2017 Q1	$205K	Hold	7,931	–	–	0.07%	108
2016 Q4	$224K	Hold	7,931	–	–	0.08%	57
2016 Q3	$168K	Hold	7,931	–	–	0.05%	71
2016 Q2	$156K	Hold	7,931	–	–	0.05%	73
2016 Q1	$160K	Sell	7,931 -2,130	-21%	-$40.5K	0.05%	72
2015 Q4	$203K	Buy	+10,061	New	+$205K	0.05%	69

Other funds holding PFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Contravisory Investment Management's PFS Position: Q2 2025 in Review

Contravisory Investment Management sold out of Provident Financial Services (PFS) in Q2 2025, closing a stake of 13,971 shares — an estimated $240K sold.

Contravisory Investment Management first reported a position in PFS in Q4 2015 and held it in 9 quarters. The position peaked at $268K in Q4 2024. 270 funds tracked by Wall St. Rank hold PFS as of Q2 2025.

Contravisory Investment Management reported no remaining Provident Financial Services position as of Q2 2025 after selling out during the quarter.
Contravisory Investment Management sold 13,971 Provident Financial Services shares in Q2 2025, an estimated $240K.
Contravisory Investment Management first reported a position in Provident Financial Services in Q4 2015 and held it in 9 quarters.
Contravisory Investment Management's Provident Financial Services position peaked at $268K in Q4 2024.
270 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2025.

Based on Contravisory Investment Management's 13F filing for Q2 2025, filed 10 Jul 2025.